PeopleSoft-Based Financials -- Getting Started
The primary tool for managing a Budget Unit is now the PeopleSoft Financials software package. The following steps are either required or recommended before obtaining access to Southeastern’s PeopleSoft Financials software:
Step 1 (Recommended):
On the PeopleSoft Financials Training and Assessment page, complete the on-line training for:
- “Navigating in PeopleSoft” (recommended for all users)
- “Purchase Requisition Entry” (recommended for all users)
- “Purchase Requisition Entry II – Multiple Budget Units” (recommended for clerical staff who enter multi-budget requisitions)
- “Purchase Requisition Approval” (recommended for Budget Unit Heads)
- “Budget Review” (recommended for Budget Unit Heads)
Additional training topics are available in the Requisitioning and Travel topics, and can be completed as needed.
Step 2 (Required):
Take the “Purchase Requisition Entry Assessment” on the PeopleSoft Financials Training and Assessment page. This assessment is required before access will be given to the PeopleSoft Financials software.
A score of 75% is required on the assessment. When complete, print out the certificate and sign and print your name on the form.
NOTE: You can take the assessment as many times as you wish before submitting your certificate.
Step 3 (Required):
For Budget Unit Heads: Budget Unit Heads must sign and print their names on the assessment certificate and forward it to the Office of Assistant VP of Finance, SLU 10725. (Please keep a copy!) Also complete the Application for Faculty/Staff Account and submit it to Administrative Computing Services, McClimans Hall, Room 109. You will be notified via e-mail when your account is available.
For Administrative/Clerical Staff: Staff must sign and print their names on the assessment certificate, attach a Requisitioning Authorization Form, and forward it to the Office of Assistant VP of Finance, SLU Box 10725. (Please keep a copy!) Also complete the Application for Faculty/Staff Account and submit it to Administrative Computing Services, McClimans Hall, Room 109. You will be notified via e-mail when your account is available.